The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade.
The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the...
Our second podcast of this week and 2024 covers companies not priced for perfection, but that instead have struggled.
We start with China stocks, and the question of whether China is uninvestible. We go into Akram's July 2023 Alibaba trade views and how that was also an investment thesis. We also...
Published 01/25/24
The chip sector has been Hansel-level hot to start 2024. AMD and Nvidia have jumped 14% and 21% respectively in 2024, the SOXX ETF is up 8% in the last week, and the AI theme of 2023 is still driving things to start 2024.
What does this say about the sector, and why is it like being a favorite to...
Published 01/23/24